# FAO WEALTH INC

FAO WEALTH INC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335746
- **SEC file number:** 801-132781
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335746

## About

FAO Wealth Inc is an SEC-registered investment adviser in Trumbull, CT. The firm manages approximately $44 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Wealth Management
- Estate Planning
- Tax Advisory
- Family Governance

## Questions

### Does FAO WEALTH INC participate in direct investments or only fund commitments?

The firm's investment approach is not publicly detailed. Multi-family offices often participate in both direct investments and fund commitments depending on client mandates, but no specific deal activity is confirmed for FAO WEALTH INC.

### How does FAO WEALTH INC source proprietary deal flow?

Sourcing methods are not disclosed. Multi-family offices often rely on relationships with banks, advisors, and peer offices, but no proprietary network or process is attributable to FAO WEALTH INC in public records.

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- [Gregory Financial LLC](https://altss.com/profile/gregory-financial-llc)
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Last updated: 2026-07-06T01:24:16.359Z

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